Senior Director - Transaction Advisory - Financial Due Diligence

Alvarez & Marsal; Dallas (TX); On-site; USD 191,250 - 281,250; Full time

Job summary

Alvarez & Marsal is seeking a Senior Director in Dallas to lead complex buy‑side and sell‑side financial due diligence engagements, delivering integrated accounting insights across multiple industries. The role emphasizes mentoring teams, managing engagements, and developing client relationships while applying deep technical accounting knowledge.

Requirements include 10+ years of experience, CPA or in progress, and strong Excel/PowerPoint skills.

Qualifications

• Minimum of 10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• CPA or in the process of obtaining one.
• Working knowledge of US GAAP, SEC reporting and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills, including ability to articulate to senior members of target management, client representatives and colleagues.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
• Ability to thrive and be effective in fast-paced settings.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Lead conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Handle all relationship matters with clients, with limited Managing Director involvement.
• Manage multiple chargeable and non-chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Act as a subject‑matter expert in technical accounting subjects relevant to TAG.
• Generate a full due‑diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M.
• Proactively recruit, train and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services.
• Abide by risk‑management guidelines and engagement review memo procedures.
• Gather applicable conflict‑check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits and generate new client business or add on business from current clients.
• Expand TAG market share within existing clients and increase non‑TAG purchases from A&M.
• Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.
• Appropriately manage engagement risk and potential client or engagement issues.

Skills

Excel

PowerPoint

Communication skills

Project management

Team leadership

Education

Bachelor’s or Master’s degree in Accounting or related major

CPA or in progress

Job description

Senior Director - Transaction Advisory/Financial Due Diligence

Alvarez & Marsal (A&M) is a global consulting firm with a proven track record of helping private equity and corporate clients execute buy‑side and sell‑side financial due diligence. A&M’s Transaction Advisory Group (TAG) hires a Senior Director in New York, Atlanta, Boston, Chicago, Denver, Dallas, Houston, Miami, Nashville, Los Angeles and San Francisco to lead complex engagements and deliver integrated due‑diligence solutions.

The Team

TAG is a subsidiary of A&M and specializes in financial and accounting buy‑side and sell‑side due diligence, capital markets, accounting advisory, global transaction analytics, environmental, technical & sustainability (ETS) advisory and related M&A services for private equity, hedge funds, sovereign wealth, family office and corporate clients worldwide.

How you will contribute

As a Senior Director you will work with a highly motivated team on a variety of interesting projects across manufacturing, distribution, consumer, retail, restaurants, business and industrial services, healthcare, software & technology, energy and financial services. Your approach combines operational, functional and industry expertise with Big Four‑quality financial accounting and tax services to drive value throughout the investment lifecycle.

Responsibilities

• Counsel and mentor all levels of employees.
• Handle personnel matters with employees effectively, including difficult career counseling situations.
• Lead conversations with clients and lenders.
• Manage and prioritize engagements and responsibilities appropriately.
• Handle all relationship matters with clients, with limited Managing Director involvement.
• Manage multiple chargeable and non‑chargeable projects of varying size and complexity.
• Identify potential transaction risks and implement strategies to address risks.
• Act as a subject‑matter expert in technical accounting subjects relevant to TAG.
• Generate a full due‑diligence report.
• Lead the Quality of Earnings, P&L and Working Capital analyses.
• Effectively manage day‑to‑day client interaction and relationships and continue to emphasize the capabilities of A&M to clients.
• Manage client relationships and ensure all client needs are met.
• Develop and propose creative solutions to engagement and transaction risks and effectively manage problem resolution.
• Help engagement executives maximize the value the client is receiving from A&M.
• Proactively recruit, train and develop individuals of all levels for TAG.
• Engage in training initiatives, including developing and teaching courses.
• Display a core understanding of all TAG services (FDD/ODD) and strive to cross‑sell TAG and other A&M services.
• Abide by risk‑management guidelines and engagement review memo procedures.
• Gather applicable conflict‑check information and coordinate with Managing Directors to set up engagement codes and other engagement requirements.
• Assist Managing Directors and Senior Director in sales and business development efforts.
• Contribute to sales pursuits and generate new client business or add on business from current clients.
• Expand TAG market share within existing clients and increase non‑TAG purchases from A&M.
• Identify and pursue referrals from existing clients and new client opportunities by attending industry conferences.
• Appropriately manage engagement risk and potential client or engagement issues.

Qualifications

• Minimum of 10 years of financial accounting due diligence experience at a top accounting firm.
• Bachelor’s or Master’s degree in Accounting and/or related major.
• Certified Public Accountant (CPA) or in the process of obtaining one.
• Working knowledge of US GAAP, SEC reporting and purchase accounting.
• High proficiency in Excel and PowerPoint.
• Excellent interpersonal and communication skills, including ability to articulate to senior members of target management, client representatives and colleagues.
• Strong project management skills.
• Flexibility to work as both a team member in a collaborative setting and as an individual contributor.
• Ability to thrive and be effective in fast‑paced settings.

Your journey at A&M

We recognize our people as the driving force behind our success, and we prioritize an employee experience that supports professional and personal development. You will benefit from a robust performance development process, top‑notch training, on‑the‑job learning opportunities, a culture of meritocracy and an entrepreneurial environment.

The base salary is $225,000 annually, dependent on education, experience, skills and geography. A&M offers a discretionary bonus program based on individual and firm performance. Regular employees working 30 or more hours per week qualify for a comprehensive benefits package including healthcare plans, flexible spending and savings accounts, life, AD&D, disability coverage, a 401(k) plan and a discretionary contribution to the 401(k). A&M recruits continuously; candidates are considered as they apply until the opportunity is filled.

A&M does not require or administer lie detector tests as a condition of employment or continued employment, in compliance with Massachusetts law.